What are the responsibilities and job description for the Associate Fiduciary Specialist position at H29 Wells Fargo International Solutions LLC-Philippines?
About this role: Wells Fargo is seeking a Associate Fiduciary Specialist. We believe in the power of working together because great ideas can come from anyone. Through collaboration, any employee can have an impact and make a difference for the entire company. Explore opportunities with us for a career in a supportive environment where you can learn and grow. In this role, you will: Participate in less complex customer financial account relationship services Identify customer needs and offer solutions while managing the risk of accounts Administer client accounts in order to create, expand, and serve relationships Review basic issues, policies, or procedures for which answers can be quickly obtained related to moderately complex risk tasks and deliverables Develop knowledge of investment strategies, objectives, and asset allocations Analyze trust and financial information and prioritize as appropriate Set up, administer, terminate, and distribute moderately complex accounts of all types Receive direction from supervisor and exercise independent judgment while developing understanding of function, policies, procedures, and compliance requirements Communicate directly with clients, Wells Fargo partners, and external resources Provide work direction Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals Required Qualifications: 6 months of Fiduciary Products experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Strong Communication and Excellent Customer Service Skills Role will be required to work in US hours covering any of the US time zones (Eastern, Central, Mountain and Pacific time zones). Amenable to onsite reporting in Five/Neo Building BGC Taguig City Job Expectations: Amenable to night shift schedule and onsite work arrangement (Five/NEO, Taguig) Offshore Agency Administrators will be client facing and will be responsible for all non-discretionary administrative tasks currently performed by onshore Trust Officers for the agency accounts. Tasks performed by offshore Agency Administrators would include the following currently performed by onshore Trust Officers: 1. Administrative Account Reviews 2. Bill Pay 3. Gifting 4. Money Movement 5. Non-Monetary Client Service Requests 6. Overdrafts & Uninvested Cash 7. Pledging 8. Repapering 9. Statements 10. Tax Related Tasks 11. Terminations 12. Wires Posting End Date: 15 May 2025 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process. Wells Fargo & Company (NYSE: WFC) is a leading financial services company that has approximately $1.9 trillion in assets. We provide a diversified set of banking, investment and mortgage products and services, as well as consumer and commercial finance, through our four reportable operating segments: Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Wealth & Investment Management. Wells Fargo ranked No. 34 on Fortune’s 2024 rankings of America’s largest corporations. In the communities we serve, the company focuses its social impact on building a sustainable, inclusive future for all by supporting housing affordability, small business growth, financial health, and a low-carbon economy. News, insights, and perspectives from Wells Fargo are also available at Wells Fargo Stories. 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